Berk is a co-founder of Highmount Capital LLC and is primarily responsible for managing client relationships and overseeing the firm’s Open Architecture program. Berk also is a member of the firm’s Investment Policy Committee that sets firmwide asset allocation guidelines and is trained to handle the softer issues of wealth management including family governance, life planning and the education of future generations.
Prior to founding Highmount, Mr. Nowak was a Vice President at Trainer Wortham & Company where he formed the Family Wealth Management Group. His duties included managing equity and fixed income portfolios, selecting ‘best-of-breed’ managers and managing a Fund of Hedge Funds. He was previously with the Bankers Trust Private Bank, where he managed portfolios for High Net Worth Individuals and served on the Domestic Investment Strategy Committee, which set asset allocation policy for over $15 billion of discretionary and trust account assets.
Mr. Nowak received a Bachelor of Arts degree in Economics from Bucknell University in 1992. Berk has earned the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. He is a member of the New York Society of Security Analysts (NYSSA), the CFA Institute and serves on the Board of Boys Hope Girls Hope New York, a local chapter of a national organization helping children in need.
Berk lives in Darien, CT with his wife and three sons. In his spare time, he volunteers as a Coach & Board Member for both the Junior Football and Youth Baseball Leagues.
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